AFA
AVRE icon

Avant Financial Advisors’s Avantis Real Estate ETF AVRE Stock Holding History

Avant Financial Advisors’s Portfolio AVRE Stock Details AVRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$835K Buy
17,620
+538
+3% +$25.4K 0.52% 34
2026
Q1 		$752K Buy
17,082
+1,446
+9% +$65.4K 0.53% 35
2025
Q4 		$681K Buy
15,636
+592
+4% +$26.1K 0.49% 40
2025
Q3 		$669K Buy
15,044
+1,681
+13% +$74.7K 0.5% 38
2025
Q2 		$590K Buy
13,363
+698
+6% +$30.2K 0.49% 39
2025
Q1 		$545K Buy
12,665
+91
+0.7% +$3.9K 0.49% 39
2024
Q4 		$527K Buy
+12,574
New +$562K 0.48% 42

Other funds holding AVRE

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return
LA
LexAurum Advisors Overland Park, Kansas $866M AUM
PWS
Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
LG
LAM Group Lake Oswego, Oregon $201M AUM 22.35% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $489M AUM 21.64% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Avant Financial Advisors's AVRE Position: Q2 2026 in Review

Avant Financial Advisors increased its Avantis Real Estate ETF (AVRE) stake by 3.1% in Q2 2026, buying an estimated $25.4K and bringing the position to 17,620 shares worth $835K. The position accounts for 0.52% of the portfolio, ranked #34.

Avant Financial Advisors first reported a position in AVRE in Q4 2024 and has held it in 7 quarters since. 29 funds tracked by Wall St. Rank hold AVRE as of Q2 2026.

  • Avant Financial Advisors held 17,620 shares of Avantis Real Estate ETF worth $835K as of Q2 2026.
  • Avant Financial Advisors bought 538 Avantis Real Estate ETF shares in Q2 2026, an estimated $25.4K.
  • Avantis Real Estate ETF made up 0.52% of Avant Financial Advisors's portfolio in Q2 2026, its #34 holding.
  • Avant Financial Advisors first reported a position in Avantis Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • 29 funds tracked by Wall St. Rank held Avantis Real Estate ETF as of Q2 2026.

Based on Avant Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.